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Alpha Capture
The Art of Portfolio Construction
 • 
Marc Rubinstein
3
Escaping a Value Trap
European Banks Through the Eyes of Their Longest-Serving Analyst
 • 
Marc Rubinstein
1

March 2024

Private Payments
Keeping the N in SWANC
 • 
Marc Rubinstein
The Last Challenger
Richard Branson vs. The Big Four
 • 
Marc Rubinstein
Big in Japan
The Rise and Fall and Rise of Nomura
 • 
Marc Rubinstein
1
Tony Robbins’ Favorite Asset Class
Inside the “GP Stakes” Business
 • 
Marc Rubinstein
2

February 2024

The Third Network
Capital One’s Pursuit of the Holy Grail
 • 
Marc Rubinstein
6
The Ackman Discount
Inside Bill Ackman’s Listed Hedge Fund Complex
 • 
Marc Rubinstein
2
Funding Mr Bates
Litigation Finance: The Rise of an Asset Class
 • 
Marc Rubinstein
3
New York State of Mind
The State of US Regional Banks
 • 
Marc Rubinstein
2

January 2024

Debt Collectors
The Subsector at the End of the Value Chain
 • 
Marc Rubinstein
2
Hard Assets
Infrastructure: The Rise of an Asset Class
 • 
Marc Rubinstein
1
© 2024 Marc Rubinstein
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